RJL Wealth Management

(800) 644-1150

Comprehensive Retirement Solutions

RJL Wealth Management offers comprehensive, integrated financial planning and wealth services to our clients. Our clients benefit from the extensive tenure of the firm's wealth managers, many of whom have experience in the areas of Financial Planning, Asset Management, Investment Brokerage and Insurance.

Each client is assigned a Wealth Manager who works closely with RJLWM's support staff and specialists in the areas of Tax, Estate and Insurance. This team approach supports our wealth managers in designing sophisticated financial strategies utilizing Ray Lucia's Buckets of Money® retirement approach.

RJL Wealth Management works with management consultants, attorneys and CPAs to assist in the continuity of financial planning and investment management. Collaborating with others helps us offer our clients a diverse and well-rounded client experiece.

History & Experience

Independent Financial Advisors
Office locations nationwide
RJLWM's predecessor company named as “One of theTop100 Independent Financial Planning Firms in America” by Registered Rep magazine (2008)
Registered representatives of First Allied Securities, Inc.

RJL Wealth Management Home

Home Office: 13520 Evening Creek Drive N. #300 / San Diego, CA 92128 Phone: (800) 644-1150

Securities offered through First Allied Securities, Inc., a Registered Broker/Dealer, member FINRA/SIPC. RJL Wealth Management, LLC and First Allied Securities, Inc. are not affiliated. Bucketize™, Buckets of Money®, Bucketeer®, Bucket®, Money Clip®, and Legacy Bucket® are registered trademarks of Raymond J. Lucia, Sr., CFP®.

Raymond J. Lucia, Sr. is not a Registered Representative of First Allied Securities, Inc.

Raymond J. Lucia, Jr. California Insurance License #0E12175

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This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.